Rkf, Lebby has told investors to expect it by ASM 2022, but I believe there will be multiple Tier 1 co-authored news releases by then including at least one of each of the following categories,
1) Foundry
2) Transceiver Mfg
3) Network Equip Mfg (Switching/Routing)
It could come literally anytime now, perhaps investors will be given a better idea of the current expectations at ECOC next week
BTW, heard it through the grapevine that GP has placed his bets on the week of October 25-29, 2021, could be smashingly good call!